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EUROPE
European Semester Shows
EU in the Eye of the Storm – euinside
Everyone Suddenly Wants
to Know What Would it Cost to Leave the Euro – Wolf
GREECE
Greece Article IV
Consultation – IMF
Greece : Selected Issues
– IMF
Greece: Priorities for a
Return to Sustainable Growth – IMF
IMF: Greece Isn't Going
To Meet Budget Nor Debt Repayment Target – Forbes
The IMF implies Greece
should have left the euro long ago – FT
Dear IMF, Please Put
Greece Out of Its Misery – Mike
Shedlock
El-Erian: The IMF Staff
Has It Right on Greece – BB
Greece Hits Back Against
IMF as Bond Market Remains Spooked – BB
UNITED STATES
Barry Ritholz: Trump Is
Repeating Obama's Rookie Mistakes – BB
REGULARS
Morning Report APAC
– TF
While the S&P500 moved
marginally higher the Nasdaq notched up another record despite a retreat in oil
prices and the news of a large US trade deficit in 2017.
FirstFT – FT
Boutique investment bank secures
biggest ever IPO mandate, PM escapes Brexit veto and is it curtains for
analysts?
WSJ City – WSJ
Deutsche Banking Boss In Departure
Talks, Rio Tinto Returns to Profit
Danske Daily
– Danske
Bank
Eye-Opener
– Nordea
Hawkish central bank comments,
Greece again, GBP gains * Chinese FX reserves see unexpectedly large fall * Heavy
supply from core/semi-core Euro-area countries * Hawkish comments from Harker (Fed)
and Forbes (BoE)
Morning Markets
– TF
Oil may have been rangebound for
much of 2017 but returning oil rigs and fresh scrutiny on Opec compliance has
both international benchmarks looking over their shoulders on the back of the
biggest two-day slide in a month.
From the Floor
– TF
With both Europe and America sailing
in uncharted waters, safe-haven gold looks set to push even higher, while oil
continues to struggle for a foothold as production outpaces demand.
Daily Market Comment
– Marc
Chandler
More Euro Weakness that Dollar
Strength
Daily Press Summary
– Open
Europe
Brussels Playbook
– Politico
Five Things You Need to Know to Start Your Day – BB
Awaiting travel ban ruling * RBI
surprise * Oil falls * Markets rise * Metal rally
10 things you need to know before the opening bell – BI
US Open – ZH
Political Worries Keep Europe On
Edge As Earnings Push Stocks Higher; US Futures Unchanged
Frontrunning
– ZH
FX Update
– TF
The Bank of England’s Forbes fretted
inflation risks yesterday and said it was time to consider a rate hike boosting
sterling ahead of today’s monthly BoE Agents Report on the status of the UK
economy. Elsewhere the USD also continues to firm.
FINNISH
Aamukatsaus – Nordea
Kreikka taas agendalla - IMF muistuttaa Kreikan
valtionvelan kestämättömästä tasosta * Julkaisimme päivitetyt korko- ja
valuuttaennusteemme * Kiinan valuuttavarannot ovat supistuneet yllättävän
paljon